FWM
ORCL icon

FMA Wealth Management’s Oracle ORCL Stock Holding History

FMA Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,099
Closed -$456K – 43
2026
Q1 		$456K Sell
3,099
-230
-7% -$37.4K 0.3% 28
2025
Q4 		$649K Hold
3,329
– – 0.42% 25
2025
Q3 		$936K Sell
3,329
-575
-15% -$146K 0.64% 24
2025
Q2 		$854K Sell
3,904
-25
-0.6% -$4.04K 0.63% 24
2025
Q1 		$652K Hold
3,929
– – 0.5% 24
2024
Q4 		$655K Sell
3,929
-100
-2% -$17.8K 0.49% 26
2024
Q3 		$687K Hold
4,029
– – 0.5% 26
2024
Q2 		$569K Hold
4,029
– – 0.46% 29
2024
Q1 		$506K Hold
4,029
– – 0.42% 30
2023
Q4 		$425K Buy
+4,029
New +$440K 0.39% 29

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

FMA Wealth Management's ORCL Position: Q2 2026 in Review

FMA Wealth Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,099 shares — an estimated $456K sold.

FMA Wealth Management first reported a position in ORCL in Q4 2023 and held it in 10 quarters. The position peaked at $936K in Q3 2025. 635 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • FMA Wealth Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • FMA Wealth Management sold 3,099 Oracle shares in Q2 2026, an estimated $456K.
  • FMA Wealth Management first reported a position in Oracle in Q4 2023 and held it in 10 quarters.
  • FMA Wealth Management's Oracle position peaked at $936K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.